• Private Wealth Management
• Flat ​Fee Based Advisor 
• Stock, Bonds, ETF's, Real Estate, Gold, Silver, Structured Notes
• Expertise with 401k, 403a, 403b, 457, TSP, TIAA & Pension Plans
• IRA , Roth IRA & Roth Conversion 
• Retirement Income Planning
• Independent Insurance Broker
• Annuities & Life Insurance 
• Asset Base Long Term Care 
• Social Security Education - Planning
• ​Medicare Supplements, Advantage
• & Prescription Drug Plans
• Federal Employee Advocate
• Expertise with CSRS, FERS, and TSP
• College Funding Solutions
• Educational Seminars and Webinars 

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